What We Do & Why It Matters
For over a decade, we have been building honest financial relationships — one family at a time. From Guwahati to Pan-India, from a shared desk to a five-city institution.
Trustner at a Glance
200+
Years combined exp.
40+
AMC partners
5+
Cities
2014
Founded
“I didn't want just a good income business — I wanted something that outlives me.”
Ram Shah
CEO & Founder, Trustner
Who We Are
A Firm Built on Trust & Integrity
Trustner Asset Services Pvt. Ltd. stands as a reputable financial services firm specialising in asset management and investment advisory services. Renowned for our unwavering commitment to trust and reliability, we deliver personalised wealth management solutions and expert financial planning guidance.
With a steadfast dedication to professionalism and integrity, Trustner ensures that each client's unique financial goals are not only understood but effectively achieved — guiding individuals towards financial success with confidence and peace of mind.
We are your trusted partner in effectively managing your assets and investments. Grounded in trust, our team of experts provides personalised solutions tailored to your specific needs.
Client First
Every decision starts with your goals, not our commissions.
Zero Hidden Charges
Full transparency on every product we recommend.
Education Before Selling
We explain before we recommend. Always.
Long-Term Vision
We build relationships that last decades, not quarters.
Why Families Trust Trustner
We don't sell products — we solve problems. Whether it's a ₹500 SIP for a first-time investor or a ₹5 Crore HNI portfolio, the trust our clients place in us is the same. And so is our commitment.
₹500
Min. investment
35+
Free calculators
16
Learning modules
SEBI & AMFI Compliant · IRDA Broking License · CIN: U66301AS2023PTC025505
Why You Need Us
The Guidance Gap in Indian Finance
India has 1.4 billion people and fewer than 1.3 lakh SEBI-registered advisors. Most families make the biggest financial decisions of their lives on incomplete information. We exist to close that gap.
01
Personalised Solutions
No one-size-fits-all. We assess your risk appetite, time horizon, and life goals before recommending anything — because your financial plan should fit your life, not someone else's template.
02
Navigate Complexity
Mutual funds. Insurance. Taxes. Retirement. Each domain is complex on its own — together they're overwhelming. Our experts help you see the whole picture, not just one piece of it.
03
Preserve & Grow Wealth
Investing isn't just about chasing returns — it's about protecting what you've built. We focus on wealth preservation alongside growth, so market volatility never derails your long-term plan.
04
Human Advisor Access
A real relationship manager — reachable by phone, WhatsApp, or email. Real people. Real guidance. Not a chatbot, not a robo-advisor, not a FAQs page.
05
AI-Powered Intelligence
Smart calculators, fund screeners, rolling return research, and AI advisory tools — so you always have the data to make informed decisions, whether you're starting at ₹500 or ₹5 Crore.
06
Peace of Mind
The most underrated outcome in finance. Knowing that your portfolio is reviewed, your goals are tracked, and your family's financial future is being actively managed — that peace is priceless.
Our Services
Everything You Need, Under One Roof
From day-to-day investment planning to comprehensive retirement strategies — we cover every dimension of your financial life.
360° Financial Planning
The role of a Financial Planner is to look at all aspects of your lifestyle, goals and requirements and develop a financial strategy suitable for you. At Trustner Asset Services, we provide 360° Financial Planning that involves investment planning and management, insurance protection, tax planning, retirement planning, and more.
Why Trustner
Goal-Based Strategy
Every recommendation is tied to a specific life goal — education, home, retirement, or wealth accumulation.
Regular Review & Rebalancing
Markets change. Life changes. Your portfolio is reviewed and rebalanced periodically to stay on track.
Dedicated Relationship Manager
One point of contact who knows your financial story from start to finish.
AI-Assisted Insights
Our AI advisory engine analyses your portfolio and flags opportunities and risks before you ask.
Advantages of Financial Planning
Financial planning helps give a direction to your financial decisions — it acts as a safety net for the future, ensuring you never compromise on your goals.
Better Decision Making
A proper financial plan provides direction for every financial decision. It ensures you never take a wrong step that could affect your financial well-being — because every choice is rooted in a clear strategy.
Optimum Use of Resources
A financial plan helps you track investments and allocate resources wisely across different assets. You use your money more efficiently — leading to optimisation of every rupee you earn and invest.
Better Standard of Living
With a realistic plan, you develop a habit of saving and spend only on necessities. This discipline enables you to achieve your goals without compromising your current standard of living.
Expert Advice Always Available
A certified financial planner gives you the right advice and correct information so you never make decisions that prove disastrous later. Confidence and clarity — at every step.
The Founder's Story
Built From Conviction, Not Capital
Ram Shah
CEO & Founder · Trustner Asset Services
2014
Year founded
12yr
Corporate prior
5+
Cities today
11yr
Building it
Ram Shah grew up watching his family run a grocery shop — waiting for customers, serving every one of them with the same respect regardless of how much they spent. That lesson in patience and trust never left him.
He spent 12 years inside India's most prestigious financial institutions — Standard Chartered Bank, Reliance Life Insurance and Tata AIA — learning the industry from the inside.
“I didn't want just a good income business — I wanted something that outlives me. A business that depends on the founder's presence is a practice. A business that runs without the founder is an institution.”
— Ram Shah, CEO & Founder, Trustner Asset Services
In May 2014, he invested his entire 12 years of corporate savings into a 2-member team. Today that shared desk has become a 5-city institution with an IRDA broking license, 40+ AMC partnerships, an in-house AI advisory engine, and a free learning platform used by investors across India.
Corporate Journey — Before Trustner
Standard Chartered Bank
Corporate banking — institutional finance from the inside
Reliance Life Insurance
Life advisory & distribution — building client trust at scale
Tata AIA
Leadership & institutional thinking — what a real institution looks like
Then — invested every rupee of those 12 years into building Trustner.
Ready to Build Wealth the Right Way?
Whether you're starting with ₹500 or ₹5 Crore, our team is ready to build a plan that fits your life. No sales pitch — just honest guidance.